Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.
Christy received her BA in Finance from YSU. She holds her Series 7, 66 Life, Health, and Variable Annuity licenses and is also a Public Notary. She enjoys traveling and spending time with family.
Chris has over 17 years in the financial services industry.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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